We are a dedicated fiduciary that advocates for our clients’ best interests, maintaining objectivity and integrity that stands the test of time.


Our Services

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For Individuals

Strategic wealth planning
tailored to your goals.

For Organizations

Your organization is not just a number to us.

A Comprehensive & Integrated Approach to Wealth Management

Our Difference

Since our founding, Omega Investment Management has embraced one specific objective: to offer objective consulting services to our valued clientele. We achieved this through:

Empowering Your Financial Future with Fiduciary Excellence

At Omega Investment Management, we go beyond traditional financial services. We are not just consultants; we are partners dedicated to securing your financial future. As your trusted 401k and 403b consultant in Atlanta, we embody fiduciary responsibility, prioritizing your best interests with unwavering integrity.

Discover a financial journey guided by independence, client partnerships, and an integrated approach that sets us apart.

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Our Mission: Advocating for Your Financial Well-being

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Independence: Guiding You Objectively

At Omega Investment Management, independence is the cornerstone of our approach. We take pride in having no direct ownership or affiliation with any investment funds, record-keepers, or other service providers.

This independence empowers us to offer objective and unbiased advice, tailor-made to meet the unique needs of each plan sponsor. Your financial success is our singular focus, and our advice stands as a testament to our commitment to objectivity.

Client Partnerships: Communication and Confidentiality

Building lasting relationships with our clients is at the heart of what we do. At Omega Investment Management, communication and confidentiality are not just words but the hallmarks that define our client relationships.

We engage with our clients regularly, fostering a proactive and prosperous working relationship. As 401k Consultant, our commitment to exceeding expectations ensures that your financial goals become our shared objectives, paving the way for a secure and prosperous future.

Integrated Approach: Understanding Your Needs

We recognize that achieving complete satisfaction requires a comprehensive understanding of your financial landscape. Our integrated approach goes beyond traditional consulting services.

We delve into multiple frames of reference, understanding the intricacies of your financial goals. This nuanced perspective allows us to tailor our services with precision, ensuring a holistic strategy that aligns seamlessly with your aspirations.

Our Services: Tailored Solutions for Individuals and Organizations

For Individuals: Strategic Wealth Planning

Your financial goals are unique, and so is our approach. Omega Investment Management offers strategic wealth planning tailored to your individual aspirations. Whether you’re planning for retirement, education, or wealth accumulation, our expert advisors craft personalized strategies to turn your financial dreams into reality.

For Organizations: Retirement Plans Tailored to Corporations, Non-Profits, and Government Organizations

Navigating the complexities of retirement planning for organizations requires expertise and foresight. Omega Investment Management specializes in crafting tailored retirement plans for corporations, non-profits, and government organizations. We understand the diverse needs of your workforce and design comprehensive solutions that align with your organizational objectives.

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Experience the Omega Advantage

Choosing Omega Investment Management means choosing a dedicated fiduciary committed to your financial well-being. Our 401k and 403b Consultants in Atlanta offer a unique blend of independence, client partnerships, and an integrated approach. Your financial future deserves a partner who stands for objectivity, communication, and personalized solutions.

Embark on a financial journey with Omega Investment Management – where your goals become our mission. Unlock the doors to financial success – Contact us today.
[email protected]
• (925) 385-0407

Contact An Advisor

Omega Investment Management

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